Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 80.0% | 0.19% |
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 20.0% | 0.15% |
| Total | 100.0% | 0.18% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.4% | +0.7% | -5.1% | +9.7% | - | - | - | - | - | - | - | - | +5.3% |
| 2025 | +3.1% | -2.7% | -8.2% | -3.7% | +7.1% | +1.9% | +5.6% | -0.8% | +3.7% | +5.3% | -1.5% | +0.3% | +9.3% |
| 2024 | +3.4% | +4.1% | +3.4% | -2.0% | +2.0% | +6.7% | -0.8% | -0.6% | +1.8% | +1.2% | +6.8% | -0.0% | +28.7% |
| 2023 | +5.5% | +0.7% | +1.6% | -0.3% | +5.0% | +3.6% | +2.4% | -0.6% | -2.1% | -3.0% | +6.7% | +3.7% | +25.3% |
| 2022 | -5.4% | -2.4% | +4.3% | -2.9% | -3.7% | -6.1% | +10.2% | -1.8% | -6.4% | +3.7% | +0.5% | -6.0% | -16.0% |
| 2021 | +0.9% | +2.7% | +5.4% | +1.7% | -0.7% | +5.5% | +1.3% | +3.3% | -2.1% | +4.9% | +1.7% | +3.9% | +32.2% |
| 2020 | +0.6% | -8.3% | -9.9% | +9.7% | +2.5% | +3.3% | -0.3% | +7.0% | -1.4% | -2.7% | +8.6% | +2.7% | +10.2% |
| 2019 | - | - | - | - | - | - | +0.1% | -1.9% | +3.2% | +0.4% | +4.7% | +2.4% | +8.9% |